BA

Ballew Advisors Portfolio holdings

AUM $177M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.94M
3
+$1.92M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.87M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.58M

Top Sells

1
+$3.77M
2
+$3.52M
3
+$1.16M
4
IXP icon
iShares Global Comm Services ETF
IXP
+$1.12M
5
CALM icon
Cal-Maine
CALM
+$575K

Sector Composition

1 Financials 3.61%
2 Energy 2.39%
3 Communication Services 1.56%
4 Healthcare 1.11%
5 Technology 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14K 0.01%
+514
277
$14K 0.01%
+200
278
$13K 0.01%
+638
279
$13K 0.01%
+150
280
$13K 0.01%
+505
281
$13K 0.01%
+167
282
$13K 0.01%
+903
283
$12K 0.01%
+200
284
$12K 0.01%
+260
285
$12K 0.01%
+440
286
$12K 0.01%
+4,415
287
$12K 0.01%
+243
288
$12K 0.01%
+560
289
$12K 0.01%
+135
290
$12K 0.01%
+50
291
$11K 0.01%
+201
292
$11K 0.01%
+120
293
$11K 0.01%
+602
294
$11K 0.01%
+18
295
$11K 0.01%
+100
296
$11K 0.01%
+816
297
$11K 0.01%
+218
298
$11K 0.01%
+107
299
$10K 0.01%
+150
300
$10K 0.01%
+400
9 10 11
12
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